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| AIMZ Investment Advisors LLC
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|---|---|
| CRD # | 155810 |
| SEC # | 801-72721 |
| CIK # | 0001630365 |
| AUM | 584.8 M (2026-03-23) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 650-988-1088 |
| Address | 4984 El Camino Real, Suite 101 Los Altos, CA 94022 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 23.0 | ||
| Facebook Inc | 14.3 | ||
| Alphabet Inc | 12.2 | ||
| Alphabet Inc | 11.4 | ||
| Microsoft Corp | 10.3 | ||
| Vertex Pharmaceuticals Inc / Ma | 8.9 | ||
| Gilead Sciences Inc | 8.5 | ||
| Regeneron Pharmaceuticals Inc | 7.3 | ||
| Qualcomm Inc/DE | 7.2 | ||
| C H Robinson Worldwide Inc | 6.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 42.6 |
| (b) Individuals (high net worth individuals) | 122 | 514.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 27.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 562 | 584.8 |
| By Discretionary | ||
| Discretionary | 561 | 582.9 |
| Non-Discretionary | 1 | 1.9 |
| Total | 562 | 584.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 584.8 | |
| Total | 562 | 584.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001630365] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
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